Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 7, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 356
- +5 vs. Q1 2023
- Portfolio value
- $197.1M
- +$11.3M (+6.1%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,503 | $59.5K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $58.5K | <0.1% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 460 | $55.6K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 300 | $55.6K | <0.1% | +125+71.4% | Added | History |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $55.5K | <0.1% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 167 | $55.5K | <0.1% | 00.0% | Unchanged | History |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $54.1K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 112 | $53.9K | <0.1% | −109−49.3% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,026 | $53.7K | <0.1% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 1,592 | $53.2K | <0.1% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 423 | $51.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288521 | CRE U S REIT ETF | 998 | $51.3K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 700 | $51.1K | <0.1% | −123−14.9% | Reduced | – |
| PEPPepsiCo Inc | Stock | 258 | $47.8K | <0.1% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 101 | $46.0K | <0.1% | +5+5.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 452 | $45.6K | <0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 284 | $44.6K | <0.1% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $43.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 96 | $42.8K | <0.1% | 00.0% | Unchanged | – |
| CVSCVS Health Corp | Stock | 615 | $42.5K | <0.1% | +2+0.3% | Added | History |
| GRMNGarmin Ltd | SHS | 400 | $41.7K | <0.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $40.9K | <0.1% | 00.0% | Unchanged | History |
| XELXcel Energy Inc | Stock | 658 | $40.9K | <0.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $38.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,663 | $38.7K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 591 | $36.1K | <0.1% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 359 | $35.8K | <0.1% | 00.0% | Unchanged | – |
| EXCExelon Corp | Stock | 870 | $35.4K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 2,183 | $34.8K | <0.1% | 00.0% | Unchanged | History |
| BPBP PLC | ADR | 976 | $34.4K | <0.1% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 174 | $34.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 813 | $33.7K | <0.1% | 00.0% | Unchanged | – |
| SYKStryker Corp | Stock | 110 | $33.6K | <0.1% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 2,195 | $33.2K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 395 | $32.3K | <0.1% | 00.0% | Unchanged | – |
| SNPSSynopsys Inc | COM | 65 | $28.3K | <0.1% | −20−23.5% | Reduced | History |
| MAINMain Street Capital CORP | CEF | 700 | $28.0K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y780 | INTERNET OF THNG | 809 | $28.0K | <0.1% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 31 | $27.0K | <0.1% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 299 | $26.8K | <0.1% | 00.0% | Unchanged | History |
| ENVXEnovix Corp | COM | 1,480 | $26.7K | <0.1% | +1,300+722.2% | Added | History |
| CEGConstellation Energy Corp | Stock | 288 | $26.4K | <0.1% | +288 | New | History |
| HLTHilton Worldwide Holdings Inc. | COM | 180 | $26.2K | <0.1% | −75−29.4% | Reduced | History |
| BACBank of America Corp | Stock | 870 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 170 | $24.7K | <0.1% | 00.0% | Unchanged | History |
| Paramount Global92556H206 | CL B | 1,524 | $24.2K | <0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 196 | $24.0K | <0.1% | −20−9.3% | Reduced | – |
| ORCLOracle Corp | Stock | 200 | $23.8K | <0.1% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 11 | $23.5K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P 500 Value ETF464287408 | ETF | 145 | $23.4K | <0.1% | 00.0% | Unchanged | – |
| ProShares Tr74348A210 | SHRT RUSSELL2000 | 1,000 | $22.8K | <0.1% | +1,000 | New | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 520 | $22.8K | <0.1% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 180 | $21.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288752 | US HOME CONS ETF | 250 | $21.4K | <0.1% | 00.0% | Unchanged | – |
| Schwab International Equity ETF808524805 | ETF | 594 | $21.2K | <0.1% | −200−25.2% | Reduced | – |
| PEverpure, Inc. | CL A | 575 | $21.2K | <0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 450 | $20.7K | <0.1% | +450 | New | – |
| MAMastercard Inc | Stock | 50 | $19.7K | <0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 468 | $19.4K | <0.1% | 00.0% | Unchanged | History |
| ENPHEnphase Energy, Inc. | Stock | 115 | $19.3K | <0.1% | 00.0% | Unchanged | History |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 808 | $19.1K | <0.1% | 00.0% | Unchanged | History |
| XYZBlock, Inc. | CL A | 285 | $19.0K | <0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 76 | $18.7K | <0.1% | 00.0% | Unchanged | History |
| CORCencora, Inc. | Stock | 97 | $18.7K | <0.1% | 00.0% | Unchanged | History |
| PAASPan American Silver Corp | Stock | 1,278 | $18.6K | <0.1% | +1,278 | New | History |
| Schwab US Tips ETF808524870 | ETF | 352 | $18.5K | <0.1% | 00.0% | Unchanged | – |
| VLOValero Energy Corp | Stock | 155 | $18.2K | <0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 165 | $18.0K | <0.1% | −50−23.3% | Reduced | History |
| WMWaste Management Inc | Stock | 102 | $17.7K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $17.4K | <0.1% | 00.0% | Unchanged | – |
| TGTTarget Corp | Stock | 130 | $17.1K | <0.1% | +40+44.4% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 172 | $16.8K | <0.1% | 00.0% | Unchanged | – |
| TMOThermo Fisher Scientific Inc. | Stock | 32 | $16.7K | <0.1% | 00.0% | Unchanged | History |
| JOEST JOE Co | COM | 345 | $16.7K | <0.1% | +50+16.9% | Added | History |
| NFLXNetflix Inc | Stock | 37 | $16.3K | <0.1% | 00.0% | Unchanged | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 150 | $16.1K | <0.1% | +150 | New | – |
| SLBSLB Limited | Stock | 325 | $16.0K | <0.1% | +325 | New | History |
| ADMArcher-Daniels-Midland Co | Stock | 211 | $15.9K | <0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 105 | $15.9K | <0.1% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 130 | $15.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287150 | CORE S&P TTL STK | 161 | $15.8K | <0.1% | 00.0% | Unchanged | – |
| CTVACorteva, Inc. | Stock | 271 | $15.5K | <0.1% | +271 | New | History |
| OKEONEOK Inc | COM | 251 | $15.5K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 196 | $15.5K | <0.1% | 00.0% | Unchanged | – |
| AEMAgnico Eagle Mines Ltd | Stock | 300 | $15.0K | <0.1% | +300 | New | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 115 | $14.8K | <0.1% | 00.0% | Unchanged | – |
| LEGLeggett & Platt Inc | Stock | 500 | $14.8K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 90 | $14.7K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $14.5K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 93 | $14.2K | <0.1% | 00.0% | Unchanged | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 168 | $13.9K | <0.1% | −200−54.3% | Reduced | – |
| CHDNChurchill Downs Inc | COM | 100 | $13.9K | <0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $13.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $13.7K | <0.1% | 00.0% | Unchanged | – |
| CSXCSX Corp | Stock | 396 | $13.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $13.5K | <0.1% | 00.0% | Unchanged | – |
| HRBH&R Block Inc | COM | 406 | $12.9K | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 220 | $12.8K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 85 | $12.7K | <0.1% | 00.0% | Unchanged | – |
| DVNDevon Energy Corp | Stock | 258 | $12.5K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (12)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| SNYSanofi | SPONSORED ADR | 2,275 | $123.8K | 0.1% | History |
| Yamana Gold Inc98462Y100 | COM | 8,000 | $46.8K | <0.1% | – |
| ABBVAbbVie Inc. | Stock | 195 | $31.1K | <0.1% | History |
| LXP.PCLXP Industrial Trust | PREFERRED | 400 | $19.4K | <0.1% | History |
| FLCFlaherty & Crumrine Total Return Fund Inc | COM | 1,000 | $14.7K | <0.1% | History |
| CCJCameco Corp | Stock | 300 | $7.85K | <0.1% | History |
| BGTBlackRock Floating Rate Income Trust | COM | 333 | $3.73K | <0.1% | History |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 200 | $2.90K | <0.1% | – |
| ACNAccenture plc | Stock | 10 | $2.86K | <0.1% | History |
| WFCWells Fargo & Company | Stock | 50 | $1.87K | <0.1% | History |
| HBIHanesbrands Inc. | COM | 250 | $1.31K | <0.1% | History |
| COHRCoherent Corp. | COM | 30 | $1.14K | <0.1% | History |